See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,485 | $165,984+47.3% | $164,813+48.3% | $145,922+67.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.70% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,768 | $5,273-28.5% | $4,341-13.2% | $4,660-19.1% |
| Participant deferral / active EE | $24,000 | $6,959+244.9% | $6,031+297.9% | $6,688+258.9% |
| Admin fee / account holder | $15,439 | $16,648-7.3% | $12,690+21.7% | $13,397+15.2% |